Terry53029
Level 14
03-28-2021
10:37 AM
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In Pro, on the 1099R worksheet (about 1/3 way down) check box 2020 coronavirus-related distribution. That will automatically spread the distribution over 3 years. It will also generate the 8915E, and if you don't want to spread over three years check box A. This is in Pro, but I would think Basic would be same.